GAM
Gould Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
15,189
-25
| -0.2% | -$606 | 0.07% | 122 |
|
|
2025
Q1 | $386K | Buy |
15,214
+25
| +0.2% | +$633 | 0.08% | 115 |
|
|
2024
Q4 | $403K | Sell |
15,189
-634
| -4% | -$16.8K | 0.08% | 112 |
|
|
2024
Q3 | $458K | Buy |
15,823
+6,110
| +63% | +$177K | 0.1% | 101 |
|
|
2024
Q2 | $272K | Hold |
9,713
| – | – | 0.06% | 134 |
|
|
2024
Q1 | $270K | Hold |
9,713
| – | – | 0.07% | 134 |
|
|
2023
Q4 | $280K | Sell |
9,713
-75
| -0.8% | -$2.16K | 0.07% | 124 |
|
|
2023
Q3 | $325K | Sell |
9,788
-25
| -0.3% | -$829 | 0.09% | 112 |
|
|
2023
Q2 | $360K | Buy |
9,813
+169
| +2% | +$6.2K | 0.1% | 101 |
|
|
2023
Q1 | $393K | Sell |
9,644
-7,625
| -44% | -$311K | 0.11% | 93 |
|
|
2022
Q4 | $885K | Sell |
17,269
-95
| -0.5% | -$4.87K | 0.27% | 46 |
|
|
2022
Q3 | $760K | Buy |
17,364
+584
| +3% | +$25.6K | 0.26% | 43 |
|
|
2022
Q2 | $880K | Buy |
16,780
+830
| +5% | +$43.5K | 0.28% | 39 |
|
|
2022
Q1 | $826K | Sell |
15,950
-1,853
| -10% | -$96K | 0.24% | 44 |
|
|
2021
Q4 | $1.05M | Sell |
17,803
-50
| -0.3% | -$2.95K | 0.29% | 37 |
|
|
2021
Q3 | $768K | Sell |
17,853
-10,323
| -37% | -$444K | 0.24% | 45 |
|
|
2021
Q2 | $1.1M | Hold |
28,176
| – | – | 0.31% | 45 |
|
|
2021
Q1 | $1.02M | Sell |
28,176
-200
| -0.7% | -$7.25K | 0.31% | 44 |
|
|
2020
Q4 | $1.05M | Buy |
28,376
+625
| +2% | +$23K | 0.32% | 44 |
|
|
2020
Q3 | $1.02M | Hold |
27,751
| – | – | 0.34% | 39 |
|
|
2020
Q2 | $907K | Sell |
27,751
-170
| -0.6% | -$5.56K | 0.32% | 42 |
|
|
2020
Q1 | $911K | Hold |
27,921
| – | – | 0.35% | 39 |
|
|
2019
Q4 | $1.09M | Sell |
27,921
-592
| -2% | -$23.2K | 0.36% | 40 |
|
|
2019
Q3 | $1.02M | Hold |
28,513
| – | – | 0.36% | 40 |
|
|
2019
Q2 | $1.24M | Hold |
28,513
| – | – | 0.45% | 36 |
|
|
2019
Q1 | $1.21M | Sell |
28,513
-125
| -0.4% | -$5.31K | 0.45% | 35 |
|
|
2018
Q4 | $1.25M | Hold |
28,638
| – | – | 0.52% | 29 |
|
|
2018
Q3 | $1.26M | Buy |
28,638
+262
| +0.9% | +$11.5K | 0.5% | 32 |
|
|
2018
Q2 | $1.03M | Sell |
28,376
-430
| -1% | -$15.6K | 0.44% | 32 |
|
|
2018
Q1 | $1.02M | Buy |
28,806
+1,605
| +6% | +$56.9K | 0.45% | 33 |
|
|
2017
Q4 | $985K | Sell |
27,201
-2,101
| -7% | -$76.1K | 0.43% | 39 |
|
|
2017
Q3 | $1.05M | Buy |
29,302
+1,651
| +6% | +$58.9K | 0.47% | 35 |
|
|
2017
Q2 | $929K | Sell |
27,651
-54
| -0.2% | -$1.81K | 0.45% | 35 |
|
|
2017
Q1 | $948K | Buy |
27,705
+2,257
| +9% | +$77.2K | 0.48% | 32 |
|
|
2016
Q4 | $827K | Sell |
25,448
-300
| -1% | -$9.75K | 0.42% | 33 |
|
|
2016
Q3 | $872K | Buy |
25,748
+600
| +2% | +$20.3K | 0.47% | 32 |
|
|
2016
Q2 | $885K | Sell |
25,148
-3,770
| -13% | -$133K | 0.47% | 30 |
|
|
2016
Q1 | $857K | Hold |
28,918
| – | – | 0.46% | 30 |
|
|
2015
Q4 | $933K | Buy |
28,918
+218
| +0.8% | +$7.03K | 0.5% | 27 |
|
|
2015
Q3 | $901K | Sell |
28,700
-625
| -2% | -$19.6K | 0.5% | 29 |
|
|
2015
Q2 | $983K | Buy |
29,325
+1,015
| +4% | +$34K | 0.5% | 29 |
|
|
2015
Q1 | $985K | Hold |
28,310
| – | – | 0.48% | 32 |
|
|
2014
Q4 | $882K | Buy |
28,310
+2,000
| +8% | +$62.3K | 0.43% | 36 |
|
|
2014
Q3 | $778K | Hold |
26,310
| – | – | 0.38% | 41 |
|
|
2014
Q2 | $781K | Hold |
26,310
| – | – | 0.38% | 40 |
|
|
2014
Q1 | $845K | Sell |
26,310
-3,544
| -12% | -$114K | 0.45% | 35 |
|
|
2013
Q4 | $914K | Buy |
29,854
+326
| +1% | +$9.98K | 0.53% | 26 |
|
|
2013
Q3 | $848K | Sell |
29,528
-366
| -1% | -$10.5K | 0.53% | 25 |
|
|
2013
Q2 | $837K | Buy |
+29,894
| New | +$837K | 0.52% | 23 |
|